The Power of Workflow

Published on January 18, 2018

True process efficiency requires an evaluation of current processes and technologies. Blending technology and process together creates a workflow that translates into better client service, increased productivity, and increased profitability. In this session, we’ll discuss how workflow technology can provide multiple benefits to the firm, its staff, and its clients.

Session: Friday, January 19, 2018 | 1:00 PM - 2:00 PM CST

You’ll learn about

Current workflow trends and their impact on your firm

The gap between client expectations and reality

Which technologies most impact the workflow of a firm

Wes Middleton with MRZ in Houston will be a guest panelist. Wes has spoken at a previous CPAFMA National Practice Management Conference. This webinar is being hosted by Wolters Kluwer in cooperation with their strategic partner, Boomer Consulting.